Intuit: 30% Year-To-Date Return Is Something You Should Extrapolate Into The Future
In spite of the company's strong pricing power, margins are under pressure and risks related to capital allocation remain.
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Intuit: Focusing On The Wide-Moat In Legacy Services
Since management shifted its focus on expanding into new areas through large acquisitions, however, Intuit's share price has been under pressure
240 Views
Intuit - Strong Pricing Power Is Keeping It Together
Intuit investors relying on Non-GAAP figures should be careful as there are significant risks involved, according to the company's share price.
215 Views
Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
419 Views
Intuit: A Strategy Shift And High Momentum Exposure
Intuit returned a negative 27% since I warned for pending risks for the share price back in November of last year. While most of that...
342 Views